Finance AI agent
Tell the finance agent what to watch for in your books, and approve or dismiss the notes it suggests.
The finance AI agent watches your books for what you ask, and suggests notes on your documents for you to approve. It does not post, pay or change your figures. How agents, focus, schedules and limits work across onhr is explained in AI agents and focus.
Who can do this
- Owners and admins set the agent's Focus, its schedule and its limits, because these decide what the workspace's AI key spends.
- Owners, admins and members can run it now, approve or dismiss its suggestions, and delete a note.
- Viewers can only look. The demo workspace shows a sample screen.
Before you start
The agent runs on your workspace's own AI key. Without one, the screen asks you to add an OpenRouter key. See Add your OpenRouter key.
Steps
- Open AI Agents under Overview in the Finance menu. A number on the menu item shows suggestions waiting.
- In Focus, tell the agent what to watch for in your own words. You can start from an example such as Invoices overdue more than 14 days, Bills due this week, Expense claims waiting more than a week or Warn me before the SST period closes.
- In Schedule and limits, pick daily or weekly so the agent runs on its own, and set what it may spend. Or press Run now.
- Check Waiting for you. Click Approve to add a suggestion as a note, or Dismiss it.
- Approved notes appear under Notes from the agent, and as a marker on the document's row on its own screen.
- Recent history lists each run, how many suggestions it made and what it cost.